帖子

The screen is full of green, with only Microsoft ($XMSFT ) 📈 showing red. I opened the store in the morning, and after the morning rush, I leaned against the cashier counter and scrolled through my phone. On the trending topics, I scrolled down—a sea of red. SAMSUNG down 9.41%, XSKHY down 8.57%, BTC down 2.36%, ETH down 2.90%, CL down 2.28%, BZ down 2.87%. The screen was full of green, it was numbing to look at. Then suddenly I saw a line in red, $XMSFT, +0.63%. The only red number on the entire page, standing out like a person wearing a red coat in a crowd of green. I stared at that red number for a few seconds—it was Microsoft. Microsoft is reporting earnings after the market closes tomorrow, with market expectations of revenue between 87.4-87.7 billion and earnings per share around 4.21. Azure's growth rate of 40% is a key market benchmark; if it passes, there will be relief, if not, the selling will continue. Also, the capital expenditure guidance for fiscal year 2027—if it keeps increasing, free cash flow will remain under pressure, likely leading to another "good earnings but stock price falls" scenario. I checked yesterday's stock price; Microsoft closed near 389, basically unchanged. Everyone is waiting for the earnings report to land, no one dares to make the first move. The first to rise now is actually the most dangerous. Others are falling while it’s rising—don’t take it too seriously. #波动雷达：币种异动观察